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Create a company profile to connect with top remote employees.
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Filter by visa requirements
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ASSuccessful sales professional with expertise in client relationship management.
Experience
Wealth Strategy Associate
UBS Financial Services
Sep 2021 - Present (4 years 2 months)
Registered Client Service Associate
UBS Financial Services
Sep 2021 - Present (4 years 2 months)
Client Liaison
UBS Financial Services
Sep 2021 - Present (4 years 2 months)
Branch Technology Liaison
UBS Financial Services
Sep 2021 - Present (4 years 2 months)
Personal Banker
Fifth Third Bank
Sep 2019 - Present (6 years 2 months)
LS
Brazil4k-9k USD
Results-driven financial leader with senior expertise in financial planning.
Experience
Financial Advisor
XP Investments
May 2021 - Present (4 years 6 months)
Operations & Financial Consultant
Dedicated financial advisor with strong customer service skills.
Experience
Financial Advisor
Empire Beauty Schools
Mar 2025 - Present (8 months)
Cashier/Customer Service
Tractor Supply
Dec 2024 - Present (11 months)
Barista
Starbucks
CRExperienced compliance manager with a strong background in financial regulations.
Experience
Compliance Manager
AllianceBernstein L.P.
May 2020 - Present (5 years 6 months)
Compliance Officer
Wells Fargo Advisors
May 2019 - May 2020 (1 year)
Client Service Manager
SMFinance professional with expertise in asset management and investment strategy.
Experience
Associate
Acuity Knowledge Partners
Apr 2024 - Present (1 year 7 months)
Business Incharge
Bajaj Finserv Asset Management Company
Mar 2023 - Nov 2023 (8 months)
Assistant Manager
Motilal Oswal Financial Services
RVSenior Advisor in Finance with expertise in ESG and sustainable investments.
Experience
Venture Partner / Advisor
Ilavska Vuillermoz Capital
Oct 2023 - Present (2 years 1 month)
Investment Manager
InnoEnergy
Jan 2020 - Jul 2023 (3 years 6 months)
CFO & Portfolio Manager
InnoEnergy
Jan 2015 - Aug 2020 (5 years 7 months)
Financial advisor with expertise in estate planning and client solutions.
Experience
Financial Advisor
Execumed Brokers
Feb 2024 - Present (1 year 9 months)
Financial Advisor
Future Green Dot
May 2023 - Jan 2024 (8 months)
Service Specialist
Momentum Retail (Myriad)
Mar 2020 - Jul 2022 (2 years 4 months)
RMInvestment and treasury professional driving returns with risk discipline.
Experience
Dental Coordinator & Bookkeeper
Center One Dental Associates
Jul 2024 - Present (1 year 4 months)
Equity Research & Sustainability Analyst
Ecolyf Africa
Mar 2023 - Present (2 years 8 months)
DODetail-oriented financial analyst with expertise in investment analysis.
Experience
Finance and Investment Analyst Intern
Chrysalis Advisors
Jul 2024 - Present (1 year 4 months)
Finance and Accounting Intern
Advantage Health
Feb 2024 - Present (1 year 9 months)
ASCIFC-certified financial professional with expertise in portfolio management.
Experience
Customer Service Representative
Holiday Inn Express & Suites
Sep 2023 - Present (2 years 2 months)
Administrative Assistant
Panchayath Department, Government of Kerala
Mar 2016 - May 2023 (7 years 2 months)
JSExperienced Affluent Relationship Manager with a focus on financial advisory.
Experience
Affluent Relationship Manager
ICICI Bank
Jul 2022 - Present (3 years 4 months)
Marketing and Sales Intern
Unschool
Nov 2020 - Feb 2021 (3 months)
Accountant
Bharatre Brokers
Apr 2018 - Jun 2018 (2 months)
Highly motivated Finance Management Graduate with 8+ years of experience.
Experience
Senior Analyst UK Transfer Agency
Northern Trust
Aug 2020 - Jun 2023 (2 years 10 months)
Analyst UK Transfer Agency
Northern Trust
Apr 2016 - Jul 2020 (4 years 3 months)
Analyst
Nilgiris Dairy Farm Private Ltd
Mar 2015 - Mar 2016 (1 year)
Seasoned business consultant and accountant delivering financial strategy, compliance, and actionable business plans.
Experience
Freelance Advisor
Independent Business & Investment Consultant
Jan 2021 - Present (4 years 10 months)
Managing Partner & Consultant
Suporfisc
Jan 2007 - Present (18 years 10 months)
Accounting & Tax Intern
Finance graduate skilled in financial analysis, forecasting, and investment products.
Experience
Financial Advisor
Equitable Advisors
May 2025 - Aug 2025 (3 months)
FAFinancial Planning Intern
Federal Reserve Bank of Atlanta
May 2024 - Aug 2024 (3 months)
Insurance Brokerage Intern
InterWest Insurance
Jun 2023 - Aug 2023 (2 months)
SKHighly motivated professional with expertise in finance and operations management.
Experience
Investment Consultant
Charles Schwab
Apr 2024 - Present (1 year 7 months)
Client Relationship Specialist
Charles Schwab
Sep 2023 - Present (2 years 2 months)
AMExperienced finance professional with expertise in VC investments and capital advisory
Experience
Research Analyst
JN Capital Growth & Advisory
Senior Investment Analyst
Earlsfield Capital Partners
Business Development Lead
YRFinance founder with expertise in stock market analysis and recommendations.
Experience
Founder
M&P Finance
Feb 2023 - Present (2 years 9 months)
Experienced financial advisor with a strong background in recruitment.
Experience
Student Finance Advisor
Ultimate Medical Academy
Feb 2024 - Jun 2025 (1 year 4 months)
National Recruitment Manager
Maxim Healthcare Staffing
Jan 2022 - Jan 2024 (2 years)
Sales Associate
Champs Sports
Jan 2018 - Jan 2022 (4 years)
"Be flexible in figuring out the solution" has been my guiding principle throughout my 10+ years in the financial services and banking industry.
Experience
Wealth Manager
ANSA Wealth Management Limited
Jan 2025 - Present (10 months)
I am an experienced copywriter and financial advisor blending finance expertise with persuasive content and hospitality management.
Experience
Copywriter
Melascrivi / Textbroker
Oct 2019 - Present (6 years 1 month)
Guest House Manager
Guest House Owner
Oct 2013 - Present (12 years 1 month)
DGLCS Consulting
Apr 2015 - Present (10 years 7 months)
Administrative Director
Art Cor Estamparia e Transfer Ltda. EPP
Jan 2014 - May 2015 (1 year 4 months)
Mechanical Engineer
Continental Temic
Jul 2013 - Nov 2013 (4 months)
May 2024 - Oct 2024 (5 months)
Production Worker
MI Windows and Doors
Jul 2023 - Oct 2023 (3 months)
Cashier/Customer Service
BG's Value Market
Mar 2023 - Jun 2023 (3 months)
Wells Fargo Advisors
Aug 2017 - May 2019 (1 year 9 months)
Senior Service Specialist
Edward Jones Investments
Apr 2015 - Aug 2017 (2 years 4 months)
Nov 2021 - Mar 2023 (1 year 4 months)
Relationship Manager
ABSL Asset Management Company
Jun 2019 - Dec 2019 (6 months)
Business Development Manager
Air Products
Jan 2013 - Apr 2014 (1 year 3 months)
Senior Financial Analyst
Air Products
Jan 2008 - Apr 2013 (5 years 3 months)
New Business Executive
MG Group (MG Cards)
May 2018 - Nov 2018 (6 months)
Inhouse Sales Consultant
African Bank
Feb 2018 - Jan 2018 (-1 years 11 months)
Commodity Broker
NMG Pvt Ltd
Jul 2023 - Apr 2024 (9 months)
Investment Analyst
Tixee Pvt Ltd
Jul 2022 - May 2023 (10 months)
Financial Advisor
Notavel Pvt Ltd
Sep 2018 - Jul 2021 (2 years 10 months)
Accounting Intern
Lagos State Treasury Office
Jun 2023 - Present (2 years 5 months)
Bookkeeper
Ibadan Forestry Research Institute of Nigeria Cooperative So
May 2019 - Present (6 years 6 months)
Financial Product Advisor
Blue Burn Technologies
Jul 2015 - Feb 2016 (7 months)
Individual Mutual Fund Advisor
Individual Mutual Fund Advisor
Mar 2013 - Feb 2015 (1 year 11 months)
Suporfisc
Jan 2005 - Dec 2006 (1 year 11 months)
Client Services Representative
Interactive Brokers, LLC
Oct 2022 - Present (3 years 1 month)
Physics & Biology Long Term Substitute
Niles North High School
Aug 2022 - Present (3 years 3 months)
Biology Teacher
Lyons Township High School
Aug 2020 - Present (5 years 3 months)
SoHo Ventures
Investment Banking Analyst
Nirvan Capital Advisors
Sales Associate
Dicks Sporting Goods
Jan 2015 - Dec 2017 (2 years 11 months)
Wealth Management Advisor
Sagicor Investment Services Limited
Apr 2022 - Jan 2024 (1 year 9 months)
Client Relationship Officer
JMMB Investment Trinidad & Tobago
Jan 2019 - Jan 2022 (3 years)
Operations Client Care Representative
JMMB Bank Trinidad & Tobago
Mar 2016 - Jan 2018 (1 year 10 months)
Human Resources Assistant
JMMB Bank Trinidad & Tobago
Jul 2015 - Jan 2016 (6 months)
Financial Advisor
Deutsche Bank Group
Oct 2015 - Jun 2020 (4 years 8 months)
Account Manager
Logos Finanziaria SpA
Sep 2002 - Sep 2013 (11 years)
